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iShares Russell 1000 ETF
IWB

Overview Fund Activity

1,345 hedge funds and large institutions have $32.4B invested in iShares Russell 1000 ETF in 2024 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 390 increasing their positions, 421 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
Holders Change
+87
Holders Change %
+6.92%
% of All Funds
17.9%
Holding in Top 10
107
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+15.05%
% of All Funds
1.42%
New
151
Increased
390
Reduced
421
Closed
44
Calls
$25M
Puts
$84.8M
Net Calls
-$59.8M
Net Calls Change
-$126M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$805M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$148M
3
Bank of America
Bank of America
North Carolina
+$147M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$136M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
+$129M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$205M
2
IAIM
International Assets Investment Management
Florida
-$194M
3
Goldman Sachs
Goldman Sachs
New York
-$123M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.9M
5
TRCT
Tower Research Capital (TRC)
New York
-$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
776
Hollencrest Capital Management
California
$711K – – –
OAP
777
One Advisory Partners
Kansas
$710K -$44.1K -137 -6%
RP
778
Riverbridge Partners
Minnesota
$710K – – –
KBFS
779
Kohmann Bosshard Financial Services
Ohio
$710K – – –
SAS
780
SMI Advisory Services
Indiana
$704K -$5.44K -17 -0.8%
TPWA
781
TRUE Private Wealth Advisors
Oregon
$699K – – –
KCPG
782
Kavar Capital Partners Group
Kansas
$698K – – –
UF
783
Univest Financial
Pennsylvania
$697K -$10.3K -32 -1%
UAS
784
United Asset Strategies
New York
$696K -$42.5K -132 -6%
BFA
785
Buttonwood Financial Advisors
Maryland
$693K -$7.73K -24 -1%
TW
786
TritonPoint Wealth
Maryland
$689K +$3.54K +11 +0.5%
MA
787
MONECO Advisors
Connecticut
$689K -$3.87K -12 -0.6%
DWA
788
Douglass Winthrop Advisors
New York
$687K – – –
TWM
789
Thrive Wealth Management
Pennsylvania
$684K +$296K +920 +76%
SWA
790
SOA Wealth Advisors
New York
$682K +$966 +3 +0.1%
BF
791
Blankinship & Foster
California
$681K -$43.5K -135 -6%
SWM
792
SeaCrest Wealth Management
New York
$681K +$1.93K +6 +0.3%
SWP
793
ShoreHaven Wealth Partners
New Jersey
$679K -$644 -2 -0.1%
SCA
794
STALEY CAPITAL ADVISERS
Pennsylvania
$677K – – –
JWM
795
JPL Wealth Management
Colorado
$676K +$676K +2,099 New
TP
796
Tranquility Partners
Tennessee
$674K -$35.2K -107 -5%
LWM
797
LongView Wealth Management
Georgia
$674K -$30K -93 -4%
MWAM
798
Manhattan West Asset Management
California
$673K – – –
CF
799
Centaurus Financial
California
$669K +$48K +149 +8%
HFRG
800
Houlihan Financial Resource Group
Virginia
$668K – – –
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32
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